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Odoo-Modules/fusion_accounting_followup/UPGRADE_NOTES.md
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docs(fusion_accounting_followup): CLAUDE.md, UPGRADE_NOTES.md, README.md
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2026-04-19 21:41:41 -04:00

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# fusion_accounting_followup — Upgrade Notes
## Odoo Version Anchor
This module targets **Odoo 19.0** (community-base).
Reference snapshot of Enterprise code mirrored from:
- `account_followup` (Odoo 19.0.x)
- Source: `/Users/gurpreet/Github/RePackaged-Odoo/accounting/account_followup/`
## Cross-Version Diff Strategy
When a new Odoo version ships:
1. Run `check_odoo_diff.sh` (in repo root) against the new Enterprise
version
2. Note any breaking changes in `account_followup.followup.line`,
`res.partner` follow-up fields, or mail-template invocation API
3. For mirrored OWL components, diff Enterprise's new versions against
ours and port material changes (signature renames, new behaviour we
want to inherit)
4. Re-run the full test suite + tour tests against the new Odoo version
5. Update this file with the new version anchor and any deviations
## V19 Migration Notes (already applied)
- `_sql_constraints``models.Constraint` (every persisted model)
- `@api.depends('id')` → not used (would raise `NotImplementedError`)
- `@route(type='json')``type='jsonrpc'` (all 6 endpoints in
`controllers/followup_controller.py`)
- `numbercall` removed from `ir.cron` (data/cron.xml)
- `res.groups.users``user_ids` and `ir.ui.menu.groups_id`
`group_ids` (security + menu_views.xml)
- SCSS: `@import "variables"` removed; manifest concatenation order
(`_variables.scss` first) provides the variables to the rest of the
asset bundle
- OWL `t-on-click` arrow handlers always close over an explicit `this.`
## Phase 4 → Phase 4.5 Migration
If we ship Phase 4.5 (full `paid_late_count` traversal, sub-annual
follow-up cadences, multi-currency aggregation in `risk_scorer`,
admin-only pause sudo wrapper), changes will go in incremental commits.
No DB migration needed (Phase 4 schema is forward-compatible — new
columns will be nullable / default-valued).
## Coexistence with Enterprise `account_followup`
The migration step in `fusion.migration.wizard` backfills
`fusion.followup.level` records from existing
`account_followup.followup.line` rows. It is idempotent (skips rows
already linked via the `legacy_followup_line_id` column).
When `account_followup` is installed the Customer Follow-ups menu hides
via `fusion_accounting_core.group_fusion_show_when_enterprise_absent`.
The engine and AI tools remain available for chat-driven workflows.